Four-Year NAND Shortage to Keep SSD Prices Rising, Phison Warns
TL;DR Summary
Phison Electronics warns that NAND production cannot meet demand for about four years, signaling persistent SSD price increases as AI/data-center demand grows. The company is building a strategic inventory for enterprise SSDs and AI workloads, but ramping new NAND capacity is a long process—potentially four years per NAND makers—leading Phison to shift toward AI storage and platforms under its Phison 3.0 plan.
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